2025-09-02T18:05:30-07:00 2024-12-31 954489850 Montgomery Glick & Company 23801 Calabasas Rd Ste 103 Calabasas CA 91302 990PF 2024-01-01 711019812 NANCY AND GEOFFREY STACK FAMILY FOUNDATION NANC 8189996967 3501 JAMBOREE ROAD NORTH TOWER 6100 NEWPORT BEACH CA 92660 GEOFFREY L STACK Trustee 2025-09-02 true true PETER MONTGOMERY P01209820 8189996967 2024 2025-03-06 01:10:19Z X 0 X 2150000 X 221 221 221 63170 63170 63170 83585 252436 83585 4487 2296976 146976 67878 475 130 3279 39 3923 0 0 3252000 3252000 3255923 0 3252000 -958947 146976 67878 1118665 94895 2387954 2419096 3506619 2513991 0 830548 796867 830548 796867 X 2676071 1717124 2676071 1717124 3506619 2513991 2676071 -958947 1717124 1717124 CHARLES SCHWAB P 2024-01-01 2024-12-31 45514 41027 4487 4487 CHARLES SCHWAB P 2023-06-30 2024-12-31 206922 127824 79098 79098 83585 4487 2043 2043 2043 X 34 2077 0 false false false false false false false false true CA true false true false false true N/A GEOFFREY STACK 9497565959 3501 JAMBOREE ROAD 6100 NORTH TOWER NEWPORT BEACH CA 92660 false false false false false false false false false false false false false false false false false false false false false false NANCY STACK 3501 JAMBOREE ROAD 6100 N TW NEWPORT BEACH CA 92660 Trustee 0.00 0 GEOFFREY L STACK 3501 JAMBOREE ROAD 6100 N TW NEWPORT BEACH CA 92660 Trustee 0.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 2043 2043 2043 2043 0 3252000 3252000 0 1087000 1328500 1584000 2095000 1584500 7679000 3252000 0 3252000 10931000 0 1087000 9844000 1328500 1584000 2095000 1584500 3252000 NANCY STACK GEOFFREY L STACK X GEORGETOWN UNIVERSITY SCHOLARSHIP PO BOX 571239 WASHINGTON DC 20007 NONE PC GENERAL SUPPORT 25000 THE UNITED WAY 18012 MITCHELL AVE SOUTH IRVINE CA 92614 NONE PC GENERAL SUPPORT 625000 ACHIEVE ONE LOMBARD STREET 202 SAN FRANCISCO CA 94111 NONE PC GENERAL SUPPORT 25000 THE WOODEN FLOOR 1810 NORTH MAIN STREET SANTA ANA CA 92706 NONE PC GENERAL SUPPORT 15000 ORANGE COUNTY COMMUNITY FOUNDATION ONE BIG CANYON DRIVE NEWPORT BEACH CA 92660 NONE PC GENERAL SUPPORT 4500 DIRECT CONNECTIONS TO AFRICA 1278 GLENNEYRE 47 LAGUNA BEACH CA 92651 NONE PC GENERAL SUPPORT 2500 ULI FOUNDATION 1025 THOMAS JEFFERSON NW 500W WASHINGTON DC 20075 NONE PC GENERAL SUPPORT 50000 SPIN 151 KALMUS H-2 COSTA MESA CA 92626 NONE PC GENERAL SUPPORT 10000 THE UC IRVINE FOUNDATION 100 THEORY STE 500 IRVINE CA 92617 NONE PC GENERAL SUPPORT 400000 LAURA'S HOUSE 999 CORPORATE DRIVE STE 225 LADERA RANCH CA 92694 NONE PC GENERAL SUPPORT 50000 24 HOURS FOR HANK PO BOX 2564 SANDPOINT ID 83864 NONE PC GENERAL SUPPORT 105000 HOAG HOSPITAL FOUNDATION 330 PLACENTIA AVE 100 NEWPORT BEACH CA 92663 NONE PC GENERAL SUPPORT 50000 MARINE CORPS SCHOLARSHIP FOUNDATION 3800 FETTLER PARK DR DUMFRIES VA 22025 NONE PC GENERAL SUPPORT 10000 OVER THE RAINBOW 18 HOLLESLEY ROAD ALDERTON SUFFOLK UK IP123DQ NONE PC GENERAL SUPPORT 22000 UNIVERSITY OF PENNSYLVANIA UNIVERSITY OF PENNSYLVANIA PHILIDELPHIA PA 19104 NONE PC GENERAL SUPPORT 25000 SHARE OURSELVES 1550 SUPERIOR AVE COSTA MESA CA 92627 NONE PC GENERAL SUPPORT 5000 FLYING LEATHERNECK HISTORICAL FD 4203 ANDERSON AVE SAN DIEGO CA 92145 NONE PC GENERAL SUPPORT 120000 UC BERKELEY FOUNDATION 1995 UNIVERSITY AVE SUITE 401 BERKELEY CA 94704 NONE PC GENERAL SUPPORT 5000 PACIFIC CLUB SCHOLARSHIP PROGRAM 4110 MACARTHUR BLVD NEWPORT BEACH CA 92660 NONE PC GENERAL SUPPORT 2500 MARINE CORPS HERITAGE FOUNDATION 1775 SEMPER FIDELIS WAY TRIANGLE VA 22172 PC GENERAL SUPPORT 500 NEWPORT BEACH PUBLIC LIBRARY FD 1000 AVOCADO AVENUE NEWPORT BEACH CA 92660 PC GENERAL SUPPORT 50000 UC SAN DIEGO FOUNDATION 9500 GILMAN DR LA JOLLA CA 92093 PC GENERAL SUPPORT 1650000 3252000 221 63170 83585 146976 146976 false false false false false false false false false false ACCOUNTING 475 0 0 0 BANK FEES 39 GEOFFREY NANCY STACK 3501 JAMBOREE ROAD 6100 N TW NEWPORT BEACH CA 92660 FEDERAL TAXES 773 FOREIGN TAX ON DIVIDENDS 2506